PCS
SCHD icon

Private Client Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Private Client Services’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$646K Buy
19,873
+5,230
+36% +$176K 0.17% 106
2026
Q2 		$464K Buy
14,643
+452
+3% +$14.3K 0.12% 135
2026
Q1 		$435K Sell
14,191
-900
-6% -$27.3K 0.13% 127
2025
Q4 		$414K Sell
15,091
-1,358
-8% -$36.9K 0.13% 117
2025
Q3 		$449K Buy
16,449
+227
+1% +$6.19K 0.15% 112
2025
Q2 		$430K Sell
16,222
-655
-4% -$17.1K 0.17% 122
2025
Q1 		$472K Buy
16,877
+36
+0.2% +$1K 0.23% 90
2024
Q4 		$460K Sell
16,841
-448
-3% -$12.7K 0.25% 90
2024
Q3 		$487K Buy
17,289
+798
+5% +$21.7K 0.26% 81
2024
Q2 		$427K Hold
16,491
– – 0.27% 79
2024
Q1 		$443K Sell
16,491
-570
-3% -$14.7K 0.3% 74
2023
Q4 		$433K Buy
+17,061
New +$407K 0.36% 85

Other funds holding SCHD

KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

Private Client Services's SCHD Position: Q3 2026 in Review

Private Client Services increased its Schwab US Dividend Equity ETF (SCHD) stake by 36% in Q3 2026, buying an estimated $176K and bringing the position to 19,873 shares worth $646K. The position accounts for 0.17% of the portfolio, ranked #106.

Private Client Services first reported a position in SCHD in Q4 2023 and has held it in 12 quarters since. 95 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Private Client Services held 19,873 shares of Schwab US Dividend Equity ETF worth $646K as of Q3 2026.
  • Private Client Services bought 5,230 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $176K.
  • Schwab US Dividend Equity ETF made up 0.17% of Private Client Services's portfolio in Q3 2026, its #106 holding.
  • Private Client Services first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 12 quarters since.
  • 95 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.